Paul Keller (CRD# 4683737) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Augusta, ME and has 1 year of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 2029066
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Augusta, ME | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Augusta, ME | Jan 2023 - Current | 1 |
| Paul A Keller Insurance Agency | Augusta, ME | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | China, ME | Aug 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp | China, ME | Jul 2022 - Jan 2023 | < 1 |
| State Farm Insurance | China, ME | Jul 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp | Augusta, ME | Nov 2011 - Jul 2022 | 10 |
| Dennis Keller Insurance Agency | Augusta, ME | Oct 2011 - Jul 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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